Concert Wealth Management’s Charles Schwab SCHW Stock Holding History

Concert Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell
2017 Q1	$260K	Buy
2016 Q4	$260K	Buy